Hbw Advisory Services LLC has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $622 Million distributed in 362 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $41.8M, J P Morgan Exchange Traded Fd with a value of $32.4M, Invesco Qqq Trust, Series 1 with a value of $25.6M, Pacer Fds Tr Us Cash Cows 100 with a value of $21.9M, and Global X Fds Us Infrastructure with a value of $14.9M.
Examining the 13F form we can see an increase of $72.2M in the current position value, from $550M to 622M.
Below you can find more details about Hbw Advisory Services LLC portfolio as well as his latest detailed transactions.
Portfolio value
$622 Million
ETFs: $397 Million
Technology: $40.8 Million
Consumer Cyclical: $36.1 Million
Communication Services: $31.7 Million
Healthcare: $26.5 Million
Financial Services: $24.1 Million
Consumer Defensive: $22.8 Million
Industrials: $11.4 Million
Other: $21.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
